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Confirm delivery of a SmartCert

Quick guide to Confirm delivery of a SmartCert

How will I know if a SmartCert has been sent and received?

Understanding SmartCert Status and Activity:

  • A green arrow next to a SmartCert means it’s active and has been shared with a customer.

  • A gray arrow indicates the SmartCert has not yet been shared.

To view sharing activity:

  • Open the SmartCert and click the Sharing History tab to see who received and opened the SmartCert.

  • Check the Recipients tab for a full list of everyone who has viewed the SmartCert/cert package.

  • You can also track when certs were received and approved.

If your customer requests changes, a message will appear in the Conversations tab, where you can review and respond.